Smart Fields for Ask Ladders
The Constituent Ask Ladder smart field calculates values for ask ladder entry amounts based on criteria you define. The calculation considers only revenue that falls within the date and amount parameters you set on the Parameters tab of the Add constituent ask ladder smart field screen. For more information about smart fields, see the Administration Guide.
The table below explains each field on the Parameters tab:
|
Screen Item |
Description |
|
Value to return |
Select “Largest gift amount,” “Smallest gift amount,” “Last gift amount” (the most recent gift), or “Average gift amount.” |
|
Default value |
Enter the entry amount to use when a value can not be calculated. |
|
Revenue date options |
Select “All revenue,” “This calendar year,” “Past {n} months.” or “Specific range.” If you select “Past {n} months,” enter the number of months. If you select “Specific range,” enter a starting and ending date. |
|
Revenue amount options |
Select “All revenue” or “Specific range.” If you select “Specific range,” enter a dollar amount range in the fields. |
|
Selected revenue |
Select a revenue selection from Query. Use this field for more specific filtering; for example, finding revenue based on gift type. |